We have officially kicked off season three of 2050 TrailBlazers with the theme money and culture. One taboo that transcends many cultures is talking about money. I recently sat down with Saundra Davis, MSFP, APFC®, FBS®, a world-traveled distinguished adjunct professor and financial coach with decades of experience, to have a deep discussion about various cultures and their lenses of money.
In our interview, Davis covered how to ask questions as financial planners or money coaches when working with a diverse client base. She also discussed different money values, and how planners and money coaches can stay in the mindset of curiosity to help our clients build their best financial lives.